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Client Intake 

Tax Preparation 

We are happy to assist clients and small businesses with tax preparation and filing. To provide the most effective results, please complete this intake form. All information received in this form will remain confidential and only be used for filing purposes. 

If you would prefer to pay later and have the payment directly withdrawn from your allotted refund, we can set that up. However, please note that doing so will cause you to incur additional charges due to the required use of a bank product. If we prepare your taxes and see that you owe the state and/or IRS, you will be sent an invoice and required to pay before submission.

*Please note that a gmail email address is required to access the intake form.*

Personal Financial Planning

We are happy to assist you in reaching your financial goals. To provide the most effective results, please complete this intake form. All information will remain confidential and will only be used for Accounting purposes.

Small Business Accounting

We are happy to assist your small business in reaching financial targets. To provide the most effective results, please complete this intake form. All information will remain confidential and will only be used for accounting and advising purposes. 


*Please note that a gmail email address is required to access the form.*

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